Hefty Wealth Partners’s Bank of America BAC Stock Holding History

Hefty Wealth Partners’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$16K	Sell
2017 Q4	$1M	Buy
2017 Q3	$13K	Hold
2017 Q2	$12K	Hold
2017 Q1	$12K	Hold
2016 Q4	$11K	Hold
2016 Q3	$8K	Hold
2016 Q2	$7K	Sell
2016 Q1	$1.65M	Buy
2015 Q4	$1.82M	Buy